Abbey Caldwell is a Wealth Advisor and Financial Planner at Strata Wealth Advisors. She works with clients to identify their goals and create comprehensive financial planning strategies in alignment with the Strata Wealth 360 Planning Process®.
Abbey began her career in financial planning immediately after graduating from Texas A&M University. In her prior role as a Financial Planning Specialist at Carter Financial Management, she worked alongside the Carter Advisory Services team to develop comprehensive financial plan reviews for clients. Additionally, she assisted in training and mentoring interns.
Abbey graduated summa cum laude from Texas A&M University with a Bachelor of Science in Agricultural Economics and a minor in Financial Planning. She has also obtained the CERTIFIED FINANCIAL PLANNER™ certification. Her passion for financial literacy led her to be involved in organizations such as Junior Achievement, the Financial Planning Student Association, and the A&M Money Education Center, where she served as a volunteer peer financial advisor. She is currently active in the Dallas/Fort Worth Financial Planning Association as a NexGen committee co-chair.
Abbey grew up in Sugar Land, Texas and currently lives just outside Denton with her husband, Zac. They share their home with their two rescue dogs, three rescue cats, and two Quarter Horses. In her spare time, Abbey enjoys volunteering with her favorite dog rescue, riding and training her horses, competing in dog agility, and living an active lifestyle with lots of time outdoors.